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In order to forcefully disconnect a user from the database, you have to find the Process ID (pid) for the backend connection of that user. Each user connection to the database spawns a backend process for their connection. Once you know the pid for the process, you can kill the process. On unix the command would be "kill [pid]" while other OSes may have different ways to kill a process. In order to find the pid you can look at the pg_stat_activity table and the column procid should contain the number you need.

My product is not showing up in the right group on the xTupleCommerce website. Where do I fix this?

The product catalog is managed in the xTuple ERP database. You’ll want to check the product catalog to make sure the product is in the right group.

Navigate to the item in the xTuple ERP database. Then, under attributes, look at the table on the bottom of the window. The group name will identify which group(s) the item is associated with in the catalog.

If the item should be showing in a different group, navigate to the item groups via Products > Item > Groups. Then select the group you want to edit and make any needed change.

Extensions are features—usually groups of features—which extend the core xTuple functionality. Common examples of extensions include modules (e.g., CRM) and packages (e.g., Time & Expense). Extensions must be administratively linked to individual databases before database users can access them. Some extensions are commercial and must be purchased, whereas others are free and available on demand.

Item characteristics are used to create additional layers of information about items. For example, let's say you sell toy trucks. You might use item characteristics to define the various options available on your toy trucks—such as paint color or decal kit. Taking the color example, your toy truck characteristics might include "Red," "Green," "Blue," and "Yellow." Item characteristics are useful for reporting purposes. They also play a key role in the assemble-to-order configuration system.

The job cost recognition options establish the default costing behavior when creating work orders for average cost or job items. These defaults can be overridden at the item site level or at the level of specific work orders you create. If the to date option is specified, all of the WIP costs accumulated to date will be charged to the cost of sales when the item is shipped. If the proportional option is specified, a value up to the proportional value of the total quantity shipped will be charged to the cost of sales when the item is shipped. For an example of the proportional method, assume 3 items are to be shipped on a job work order and all the material has been issued—and if only 1 of the 3 is shipped—then 1/3 of the value charged to WIP at that point will be charged to the cost of sales.

That error typically indicates there is either an incorrect mail server configuration or a network problem of some kind. Check the mail server options in the xTuple Connect menu. Also check your mail server and network routing to make sure all is in order.

On the contact screen the contact's last name is also referred to as their surname or family name. On the other hand, the first name refers to their given name. The system only requires you to enter one name—first or last. However, it is common to enter both.

Inventory history records are generated any time quantity in an item site is changed, either up or down. For example, when quantity is received into inventory, an inventory history record is created. The same is true when quantities are issued to shipping or work orders. Any inventory movement is tracked in the inventory history report.

When adding a file, you have the option to specify that you want the file to be saved in the database. Saving a file in the database makes the file easily accessible to other users of the database. If you prefer not to save files in the database, your other options are to store them locally on your machine or on a network drive.

Hint: Keep in mind that storing large files in your database will increase the size of your database and will require you to monitor your hard drive consumption.

Can I add PDFs to an item and have them show up on my xTupleCommerce website?

Yes, you can add documents, such as PDFs, to individual items in the same way that you would add images linked to items. Like item images, the PDFs need to be stored on a separate web server, with a unique URL for each PDF. However, the ERP should contain cross references to these PDFs, via their URL.

To enter URLs for PDFs in the ERP, go to the item master for the item in question and follow these steps:

Select the documents tab

Choose the ATTACH button

Next to the "related to" option, choose the "website" option from the list

Enter the URL for the PDF

Specify a name to identify it

The PDF will show up on the product page as a link for the user to view and download.

Yes, you can enable all of the available costing methods—if that's what your business requires. However, in many cases, one of the costing methods (average or standard) is generally sufficient. When you enable a costing method, that means item sites will be able to use that costing method. Inventory costing is specified at the item site level.

You can certainly run your business using only one cost category. That's all you need to set up item sites and track inventory movements in the general ledger. If you want more detailed inventory accounting, though, you should consider implementing multiple cost categories. For example, you might have a cost category for finished goods and a different one for raw materials. In this way you can track particular item types or groups by different accounts—thus leading to more detailed financial reporting.

The advanced search panel gives you the most control when trying to locate specific records or groups of records in inventory history. Click on the advanced search button in the main menu to open the advanced search panel. Using advanced search, you can specify multiple different parameters—making it possible to drill down and reach the specific records you are looking for.

Because sale types are user-defined, you can set them up any way you want to. Some examples of sale types might include in-network, out-of-network, retail, wholesale, etc. Depending on how granular you want your revenue reporting to be, you can link your sale types to different revenue accounts using the sales account assignment interface.

If an employee is going to be changing shifts, a manager or other administrator needs to assign the new shift to the employee's master record. If the new shift isn't assigned to the employee, the rules of the old shift will continue to apply to the employee.

The Project Accounting add-on package for xTuple is a solution especially designed for professional services companies, non-profit groups who need fund accounting and manufacturers or distributors with advanced project accounting requirements. At the heart of Project Accounting is the concept of the "virtual" General Ledger (G/L) Account. With Project Accounting, virtual G/L Accounts are built dynamically or "on-the-fly" using a combination of existing G/L Account Numbers and the linked Project Name. Transactions flowing from Project-related Sales Orders, Purchase Orders and Work Orders are generally supported by Project Accounting.

See our Product Roadmap for a general idea of when xTuple ERP will be released next and what the major upcoming features will be.

Our goal is to have two features releases a year (x.y.0), one in June and the other in December, plus a few bug-fix releases. This schedule is not exact. Feature releases will be published when their defining features are complete. Bug-fix releases will be published as needed. Between August 2007 and July 2016 we published a release on average every 8 weeks, not counting betas and release candidates. That included 21 feature and 38 bug-fix releases (on average a little more frequently than 6 months and 3 months, respectively).

When entering credit card receipts, make sure you've selected credit card as your cash receipt funds type. Second, check with your system administrator to verify your site is configured to use credit cards. Some set up may be required.

The easiest way to make an item tax-exempt is to make sure it is not linked to a tax type. For an item to be taxable, it must have a tax type associated with it. If there's no tax type linked to an item, then tax won't be charged.

Both the xTupleCommerce system and the ERP both integrate with a secure credit card payment gateway. The following graphic provides a high-level illustration of how the process works:

xTupleCommerce sends the submitted credit card information and requested amount to the Credit Card (CC) Gateway to check for a pre-authorization (preauth).

The CC Gateway confirms that the requested amount is available on the credit card and provides a token for the preauth.

xTupleCommerce sends the preauth token to the ERP along with the sales order.

The ERP sends the token to the CC Gateway asking to confirm the preauth for the exact amount of the sales order.

The CC Gateway confirms that the preauth is still valid

The ERP sends confirmation of the order to the CC Gateway and requests that they charge the credit card with the exact amount.

When storing a credit card on file, xTupleCommerce uses the CC Gateway tokens that represent the credit card information and customer data. In addition, the "Blowfish Security" algorithm for encrypting sensitive information is used in the PostgreSQL database, on the ERP side. This ensures that the customer information is never passed or stored as plain text, but rather as an encrypted string of letters and numbers that serve as a key to unlock that information. Without a direct connection to the CC Gateway system through the API integration, the keys are worthless, thus preventing attackers from obtaining the sensitive information.